Researching Funds Through the Internet

Step 1: Where Can I Get Free Fund Data Online?

Researching Funds Through The Internet Splash image

The Internet was built for speed, whether accessing or updating information. That makes it tailor-made for mutual fund investors.

When comparing mutual funds from different families, a website that storehouses and updates information for all funds makes the comparisons quick and comprehensive. These independent sites also offer many more analysis tools and data than the individual fund sites, which are primarily focused on the information found in the fund prospectus and annual reportand they are all free.

Classroom Steps

Three broad-based, free online mutual fund analysis sites, along with their Web addresses, are found in the box below.

These sites offer extensive performance statistics, usually at minimum year-to-date, one-year, three-year, and five-year returns. Some quote year-by-year returns in addition and also returns for benchmarks, such as category and index comparisons. Summary return statistics are also readily available from other sources, including the funds themselves.

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